CLIENT PORTAL
Your Information.
Secure. Accessible. Organized.
Use the Client Portal to exchange documents, communicate with the JBD team, track requests and keep engagement information in one organized place.
Everything You Need in One Place
Secure Document Access
View, upload and download engagement documents through the approved portal.
Secure Messaging
Communicate with the JBD team about document requests, questions and next steps.
Tasks & Deadlines
Track outstanding requests, due dates and engagement milestones.
Invoices & Payments
View invoices and payment information when supported by the portal platform.
Secure File Upload
Send documents without relying on ordinary email attachments.
Engagement Records
Keep key communications and support organized in one place.
Getting Started
Four steps from invitation to working in the portal.
Using the Portal Securely
Security depends on both the platform and how it is used. We ask all portal users to follow these practices.
- Use multi-factor authentication when supported and enabled.
- Use unique user accounts and do not share credentials.
- Limit access to users who need the information.
- Use the portal for sensitive documents instead of unsecured email.
- Review and remove access promptly when a user no longer needs it.
- Notify JBD immediately if you suspect unauthorized access to an account.
Platform-Dependent Features and Controls
Available features, encryption, authentication, access control, logging, retention and backup capabilities are those documented by the portal platform provider and enabled in our configuration. If something you need is not available in the portal, contact your JBD engagement contact.
Request Portal Access
Portal access is created only for current or approved clients and their authorized representatives. We verify every request before creating or reactivating an account.
Do not submit Social Security numbers, taxpayer identification numbers, banking credentials, passwords or tax documents through this form. Use the secure portal or another approved secure method.
Client Portal Notice
The portal is a communication and document-exchange tool. Access to the portal does not create an engagement by itself. Services begin only after JBD Consulting LLC and the client agree to the applicable scope and engagement terms. Use of the portal is also subject to our Terms of Service and Privacy Policy, and may be subject to additional terms published by the portal platform.
Need Help With the Portal?
If you cannot log in, did not receive an invitation, or have a question about a request in the portal, call 877-571-4777 or email info@jbdconsulting.com.